Abode Financial

Making financial planning more personal

Abode Financial was founded by seasoned financial advisors who had spent years working for other companies. They saw a gap in the market for personalized and transparent financial planning services tailored to professionals and small business owners. They aimed to offer a more authentic, customer-centric alternative to the impersonal advice prevalent in the industry.

Strategy

Challenger narrative

Positioning

Baseline

Identity

Visual concept

Logo design

Asset creation

GoToMarket

Web design

Stationary

Positioning

We positioned Abode Financial as specialists in providing clear and personalized financial planning services to professionals and small business owners with at least £500,000 in investable assets and complex planning needs. The goal was to enable clients to confidently plan for a comfortable retirement and secure their children's futures.

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Brand identity

To visually convey this message, we chose soft colors and human-centered pictures. This visual identity reflects Abode Financial's commitment to personal connections and warm, empathetic service.

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The Outcome

Through our strategic branding and marketing efforts, Abode Financial successfully established itself as a trusted partner in financial planning. The personalized approach and focus on relationship-building resonated with clients, resulting in significant growth and a strong market presence in Gloucestershire.

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